MFS Technology Portfolio
MFS Technology Portfolio reported 52 holdings worth US$253M as of Jun 30, 2026 (Form N-PORT)
As of Jun 30, 2026 · Filed Aug 24, 2026
MFS Technology Portfolio reported 52 holdings worth US$253M as of Jun 30, 2026. Largest: Alphabet Inc (google) Class C, Broadcom Inc. and Apple Inc. Filed Aug 24, 2026 (Form N-PORT).
- Holdings
- 52
- Value as reported
- US$253M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Alphabet Inc (google) Class C | 59,604 | US$21.3M | 8.4% |
| Broadcom Inc. | 47,488 | US$17.9M | 7.1% |
| Apple Inc | 60,717 | US$17.6M | 7.0% |
| Nvidia Corporation | 83,468 | US$16.7M | 6.6% |
| Microsoft Corp. | 31,707 | US$11.8M | 4.7% |
| Lam Research Corporation | 25,570 | US$11.1M | 4.4% |
| Applied Materials, Inc. | 15,215 | US$11M | 4.4% |
| Advanced Micro Devices Inc | 15,814 | US$9.19M | 3.6% |
| Kla Corporation | 25,690 | US$7.75M | 3.1% |
| Cisco Systems, Inc. | 65,270 | US$7.67M | 3.0% |
| Sandisk Corporation | 2,910 | US$6.62M | 2.6% |
| Meta Platforms, Inc. | 11,309 | US$6.37M | 2.5% |
| Shopify Inc. | 54,905 | US$6.27M | 2.5% |
| Arista Networks, Inc. | 36,847 | US$6.26M | 2.5% |
| Seagate Technology Holdings Plc | 5,381 | US$5.19M | 2.1% |
| Corning Incorporated | 19,346 | US$4.94M | 2.0% |
| Texas Instruments Incorporated | 16,105 | US$4.8M | 1.9% |
| Teradyne, Inc. | 9,873 | US$4.78M | 1.9% |
| Taiwan Semiconductor Manufacturing Co., Ltd. | 61,000 | US$4.68M | 1.9% |
| Crowdstrike Holdings, Inc. | 5,954 | US$4.54M | 1.8% |
| Cadence Design Systems, Inc. | 10,509 | US$3.94M | 1.6% |
| Micron Technology, Inc. | 3,358 | US$3.88M | 1.5% |
| Jfrog Ltd. | 39,831 | US$3.62M | 1.4% |
| Analog Devices, Inc. | 8,931 | US$3.55M | 1.4% |
| Coherent Corp. | 7,802 | US$3.08M | 1.2% |
| Mongodb, Inc. | 8,999 | US$3.02M | 1.2% |
| Hitachi, Ltd. | 89,400 | US$2.48M | 0.98% |
| Renesas Electronics Corporation | 80,700 | US$2.44M | 0.96% |
| Constellation Software Inc. | 1,260 | US$2.37M | 0.94% |
| Nxp Semiconductors N.v. | 7,830 | US$2.2M | 0.87% |
| Datadog, Inc. | 8,107 | US$2.11M | 0.84% |
| Amphenol Corporation | 11,957 | US$2.11M | 0.83% |
| Okta, Inc. | 13,127 | US$1.79M | 0.71% |
| Globalwafers Co., Ltd. | 53,000 | US$1.71M | 0.68% |
| Akamai Technologies, Inc. | 13,806 | US$1.63M | 0.65% |
| Snowflake Inc. | 6,410 | US$1.63M | 0.65% |
| Autodesk, Inc. | 8,053 | US$1.57M | 0.62% |
| Space Exploration Technologies Corp | 9,094 | US$1.55M | 0.61% |
| Intuit Inc. | 4,921 | US$1.28M | 0.51% |
| Verisk Analytics, Inc. | 6,929 | US$1.24M | 0.49% |
| Tyler Technologies, Inc. | 4,252 | US$1.24M | 0.49% |
| Aon Plc | 3,031 | US$1.01M | 0.40% |
| Servicetitan, Inc. | 13,081 | US$925K | 0.37% |
| Fastly, Inc. | 42,162 | US$774K | 0.31% |
| Hubspot, Inc. | 3,542 | US$646K | 0.26% |
| Figma Inc | 375 | US$6,784 | <0.01% |
| International Business Machines Corporation | 0 | US$0 | 0.00% |
| Epam Systems, Inc. | 0 | US$0 | 0.00% |
| Accenture Plc | 0 | US$0 | 0.00% |
| Pegasystems Inc. | 0 | US$0 | 0.00% |
| Oracle Corporation | 0 | US$0 | 0.00% |
| Intel Corporation | 0 | US$0 | 0.00% |
Source
View original at SEC
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